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FirstService

Name Holding Trade Value Shares
Change
Change in
Stake
SGFG
251
Silver Grove Financial Group
New York
$5.54K +$5.41K +39 New
TWD
252
True Wealth Design
Ohio
$4.41K +$2.77K +20 +182%
LFG
253
Larson Financial Group
Missouri
$3.13K -$46.2K -333 -94%
NA
254
NewEdge Advisors
Louisiana
$3.01K
IA
255
IFP Advisors
Florida
$2.7K +$832 +6 +46%
PTC
256
Private Trust Company
Ohio
$2.13K +$1.11K +8 +114%
MPWT
257
MassMutual Private Wealth & Trust
Connecticut
$1.99K +$971 +7 +100%
KG
258
Kilter Group
New York
$1.85K -$139 -1 -7%
BAM
259
Bellevue Asset Management
Washington
$1.85K +$1.8K +13 New
WA
260
WPG Advisers
Maryland
$1.71K
BTI
261
Blue Trust Inc
Georgia
$1.71K +$416 +3 +33%
CA
262
CoreCap Advisors
Michigan
$1.56K +$1.53K +11 New
NSIM
263
North Star Investment Management
Illinois
$1.56K +$1.53K +11 New
BIA
264
Bell Investment Advisors
California
$1.14K +$139 +1 +14%
CFM
265
Cornerstone Financial Management
Massachusetts
$995 -$416 -3 -30%
Optiver Holding
266
Optiver Holding
Netherlands
$995 +$555 +4 +133%
IPS
267
Investors Portfolio Services
Washington
$853
QL
268
Quarry LP
New York
$853 +$832 +6 New
BFPW
269
BOK Financial Private Wealth
Colorado
$713 +$694 +5 New
MB
270
MidFirst Bank
Oklahoma
$711
GI
271
GAMMA Investing
California
$711 +$694 +5 New
GSWM
272
Golden State Wealth Management
California
$571
MCM
273
MV Capital Management
Maryland
$569 -$277 -2 -33%
PWA
274
Physician Wealth Advisors
Utah
$569 +$555 +4 New
AssetMark Inc
275
AssetMark Inc
California
$284 -$694 -5 -71%